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Royal Bank of Canada

536 hedge funds and large institutions have $50.4B invested in Royal Bank of Canada in 2019 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 172 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $489M | Put options by funds: $331M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

4% more capital invested

Capital invested by funds: $48.4B → $50.4B (+$2.05B)

1% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 172

1% more funds holding

Funds holding: 533536 (+3)

0.27% less ownership

Funds ownership: 43.44%43.17% (-0.27%)

4% less funds holding in top 10

Funds holding in top 10: 5351 (-2)

Holders
536
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
11.75%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
1.12%
New
51
Increased
173
Reduced
172
Closed
42
Calls
$489M
Puts
$331M
Net Calls
+$158M
Net Calls Change
-$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
501
Focused Wealth Management
New York
$17K
ADL
502
Asset Dedication LLC
California
$16K
FANJ
503
Financial Architects (New Jersey)
New Jersey
$16K
MRCM
504
M&R Capital Management
New Jersey
$16K
OC
505
Oakworth Capital
Alabama
$16K
TC
506
Truvestments Capital
Florida
$16K +$156 +2 +1%
EARNEST Partners
507
EARNEST Partners
Georgia
$15K
FCA
508
FinTrust Capital Advisors
South Carolina
$15K
PWMG
509
Prestige Wealth Management Group
New Jersey
$15K
TFA
510
Toth Financial Advisory
Virginia
$15K
WCG
511
Weaver Consulting Group
California
$15K
BCA
512
Berman Capital Advisors
Georgia
$15K +$78 +1 +0.5%
VCM
513
Versant Capital Management
Arizona
$13K -$312 -4 -2%
JFA
514
JNBA Financial Advisors
Minnesota
$13K
TFGT
515
TS Financial Group (TSFG)
Illinois
$13K
WAP
516
Wealthcare Advisory Partners
Pennsylvania
$13K +$78 +1 +0.6%
GEA
517
Glen Eagle Advisors
New Jersey
$13K
FHA
518
Flagship Harbor Advisors
Massachusetts
$9K -$7.81K -100 -45%
CCM
519
Cribstone Capital Management
Maine
$9K
TJHA
520
Thomas J. Herzfeld Advisors
Florida
$9K +$937 +12 +13%
WWM
521
Willingdon Wealth Management
North Carolina
$9K +$9.05K +116 New
AF
522
Arrow Financial
New York
$8K
GAM
523
Gemmer Asset Management
California
$8K +$4.21K +54 +123%
FGAM
524
Financial Gravity Asset Management
Texas
$5K -$6.79K -87 -57%
MFT
525
Moisand Fitzgerald Tamayo
Florida
$5K +$4.61K +59 New

RY Hedge Fund Activity: Q3 2019 in Review

536 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q3 2019, worth a combined $50.4B — up 4.2% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new RY positions and 42 closed out — a net gain of 9 holders — while 173 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity International, adding an estimated $550M. The largest seller was Toronto Dominion Bank, cutting an estimated $1.06B.

  • 536 institutional investors held Royal Bank of Canada (RY) as of Q3 2019, up from 533 in Q2 2019.
  • Funds reported $50.4B of Royal Bank of Canada stock for Q3 2019, up 4.2% quarter-over-quarter.
  • 51 funds opened new Royal Bank of Canada positions in Q3 2019 and 42 closed out, a net change of +9 holders.
  • The largest Royal Bank of Canada buyer in Q3 2019 was Fidelity International, an estimated $550M added.
  • The largest Royal Bank of Canada seller in Q3 2019 was Toronto Dominion Bank, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2019.